+34.6%
VWO vs DOCS
-73.4%
+108.0%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.8% | +3.5% | +0.9% |
| 7D | +1.1% | -1.4% | +2.5% | +1.2% |
| 30D | +2.4% | +21.8% | -19.4% | +0.6% |
| 3M | +2.0% | +27.3% | -25.3% | -0.2% |
| 6M | +10.7% | -0.3% | +11.0% | +9.8% |
| YTD | +14.4% | -40.5% | +54.9% | +17.8% |
| 1Y | +22.7% | -61.5% | +84.3% | +30.6% |
| 3Y | +64.2% | +8.2% | +56.0% | +55.1% |
| All | +34.6% | -73.4% | +108.0% | +35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded DOCS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling